04/15/2024
Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance
04/15/2024
The fund’s manager Mark Hawtin has agreed to join Liontrust.
04/15/2024
Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.
04/15/2024
Asset management giant has upped the daily limit imposed at the end of last year.
04/15/2024
The company’s directors and its team of advisers and administrators will stay with the business
04/15/2024
The previous most popular MPS investment solution, Timeline Classic 50, fell to fifth in the latest tables compiled by data provider Defaqto.
04/15/2024
These combined scores then determined the top firms, with 25% of the total score coming from the first part and the remaining 75% from the process’s employee survey element.
04/15/2024
HSBC Global Private Banking’s multifaceted wealth planning and advisory teams can help UHNWs future-proof their assets ahead of UK and global elections
04/12/2024
Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance, which in turn drives positive change across the industry.
04/12/2024
The Certified Investment Management Analyst certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner.
04/12/2024
Growth by broadening the earnings base is once again a priority objective for our bank this year.”
04/12/2024
Leonteq will also continue to distribute Raiffeisen issued products through its own distribution channel in Switzerland, Europe and Asia.
04/12/2024
The latest generation of technology has been sweeping headlines for the past year and grabbing investors’ attention.
04/11/2024
The strategy is the result of a collaboration between the French asset manager and alternatives platform Moonfare and is part of an effort to boost its European fundraising.
04/11/2024
Merchants Trust’s post-pandemic recovery stalls as the UK equity income fund’s annual results show a double blow from FCA interventions against two holdings.
04/11/2024
The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.
04/11/2024
In addition to LGT and LLB, which also comes from Liechtenstein, Swiss financial institutions are also currently expanding into German private banking.
04/11/2024
Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.
04/11/2024
Switzerland said that capital demands could be adjusted to reflect exposure to international subsidiaries, as well as lenders' governance, complexity and profitability, without setting specific thresholds.
04/10/2024
The company, which is based near York, will cater to the financial needs of business leaders, landowners, and high net worth clients.